William
Lahl
Vista Advisor Group, LLC
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About this Advisor
William Lahl is a financial advisor working out of Walnut Creek, California who has 3 years of relevant experience. Lahl is an employee of Vista Advisor Group, LLC. Throughout their career, Lahl has worked at Cetera Advisor Networks LLC and Vista Advisor Group, LLC. Lahl maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California. Vista Advisor Group, LLC is an advisory company that has its headquarters in Walnut Creek, CA. It administers $148 million in assets between its 539 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 539 customer accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Vista Advisor Group, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees depend on which services are provided. Fee types charged by Vista Advisor Group, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vista Advisor Group, LLC Brokerage Details
$147,720,900
5
539
$274,065
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
William Lahl Work History
William has been registered as a financial advisor for 3 years.*
Vista Advisor Group, LLC
Cetera Advisor Networks LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Lahl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vista Advisor Group, LLC
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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